LPL Financial

My goal as your financial planner is to help you secure, grow, and maintain your finances. I am on a mission to instill confidence in my clients, by helping them discover their dreams, grow their assets, and pass on a meaningful legacy. Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Confidence - Your financial goals are important to you, your family, and your future. I provide independent advice and professional planning guidance working towards confidence in your financial future. Clarity - Uncertainty is a part of life, but it shouldn't be a part of your finances. I provide my clients with transparency throughout the planning process, and help them make sense of complex financial matters.

Working in the financial services industry for over 20 years, I have developed a comprehensive process that enables me to help my clients pursue their financial goals. It starts with an introductory phone call that allows us to discuss your needs, and reasons for reaching out to a financial planner.

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.

As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.